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PracticeMaster

PracticeMaster is award-winning practice management software that helps your law firm find case, client and contact information - and find it fast.

If you're a current user of Tabs3, then you already have a copy of PracticeMaster Basic. When you've experienced how much PracticeMaster Basic can do for your firm, and are ready for more, the $150 value of the software can be applied to your upgrade to PracticeMaster Premier. Or you can move up to the Client Server Version (CSV) of PracticeMaster to access eNote intra-office instant messaging. Your local reseller or consultant can assist with your upgrade, or you can contact sales@tabs3.com.

Below, you can compare the features of Basic, Premier, and CSV:

Feature
Basic
Premier
CSV
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Auto Recovery
No
No
Yes
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Report Accelerator
No
No
Yes
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HotBackup
No
No
Yes
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eNote
No
No
Yes
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Area of Practice Templates
No
Yes
Yes
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Document Assembly
No
Yes
Yes
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Microsoft Word Integration
No
Yes
Yes
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WordPerfect Integration
No
Yes
Yes
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HotDocs Integration
No
Yes
Yes
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CompuLaw Court Rules Integration
No
Yes
Yes
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WORLDOX Integration
No
Yes
Yes
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Calendar Plans
No
Yes
Yes
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Advanced Calendaring
Yes
Yes
Yes
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Tabs3 Integration
Yes
Yes
Yes
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QuickBooks Integration
Yes
Yes
Yes
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Outlook Integration
Yes
Yes
Yes
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BlackBerry Integration *
Yes
Yes
Yes
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Palm™ Handheld Integration
Yes
Yes
Yes
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PaperPort® Integration
Yes
Yes
Yes
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Track Client Information
Yes
Yes
Yes
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Time Tracking
Yes
Yes
Yes
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Document Tracking
Yes
Yes
Yes
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E-mail Integration
Yes
Yes
Yes
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Reports
Yes
Yes
Yes
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Security
Yes
Yes
Yes
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* Outlook is required for Blackberry integration.

Detailed comparison chart:

Feature
Basic
Premier
CSV
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HotBackup
 
Schedule your backups
No
No
Yes
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Run backups while people continue to work
No
No
Yes
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E-mail notifications for successful or unsuccessful backups
No
No
Yes
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eNote
 
Instant messages
No
No
Yes
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Link appointments and Journal records to messages
No
No
Yes
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Calendar
 
Calendar Plans
No
Yes
Yes
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View firm wide appointments
Yes
Yes
Yes
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Color coded appointments
Yes
Yes
Yes
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Drag and drop scheduling
Yes
Yes
Yes
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Multiple appointment alerts
Yes
Yes
Yes
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Security settings
Yes
Yes
Yes
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Recurring appointment scheduling
Yes
Yes
Yes
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Common task templates
Yes
Yes
Yes
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Conflict of interest checking
Yes
Yes
Yes
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Phonetic searching
Yes
Yes
Yes
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Outlook Calendar Synchronization
Yes
Yes
Yes
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Palm™ Handheld Synchronization
Yes
Yes
Yes
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Court Rules
 
Integration with CompuLaw Court Rules
No
Yes
Yes
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Enter your own court rules
No
Yes
Yes
line
Client / Case Information
Store contact information
Yes
Yes
Yes
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Attach files/e-mail to records
Yes
Yes
Yes
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Link other people to a case or client
Yes
Yes
Yes
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Complete entry lookup
Yes
Yes
Yes
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Palm, Quickbooks, and Outlook contact synchronization
Yes
Yes
Yes
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Meeting notes
Yes
Yes
Yes
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Area of practice templates
No
Yes
Yes
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Time Tracking
 
Stopwatch timer
Yes
Yes
Yes
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Combine timers into one fee entry
Yes
Yes
Yes
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Manage stopwatches for multiple tasks
Yes
Yes
Yes
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Automatic time/appointment fees
Yes
Yes
Yes
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Set minimum time increments
Yes
Yes
Yes
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Document Tracking
 
Link documents and images to cases or clients
Yes
Yes
Yes
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E-mail Integration
 
Send and receive text and HTML e-mail
Yes
Yes
Yes
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Use your existing e-mail address book
Yes
Yes
Yes
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File e-mails from Outlook® with PracticeMaster link.
Yes
Yes
Yes
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Spell check outgoing e-mails
Yes
Yes
Yes
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Links e-mails and attachments to contacts or cases
Yes
Yes
Yes
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Works with Microsoft Exchange Server®
Yes
Yes
Yes
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Works with Outlook®, Groupwise® and most MAPI compliant e-mail programs
Yes
Yes
Yes
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Reports
 
Client Summary Reports
Yes
Yes
Yes
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Daily Calendar Reports
Yes
Yes
Yes
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Daily Task Reports
Yes
Yes
Yes
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Customize reports
Yes
Yes
Yes
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Save reports as PDF, HTML or text files
Yes
Yes
Yes
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Easily e-mail multiple reports at one time from the Drop Box
Yes
Yes
Yes
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PracticeMaster Briefcase
Check out information to use on your laptop
No
Yes
Yes
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Synchronize changes
No
Yes
Yes
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Security
 
Restrict user access to information
Yes
Yes
Yes
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Limit employee calendar access
Yes
Yes
Yes
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Limit client calendar access
Yes
Yes
Yes
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Document Assembly
 
Microsoft Word Integration
No
Yes
Yes
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WordPerfect Integration (HotDocs required)
No
Yes
Yes
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HotDocs Integration
No
Yes
Yes
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Create preformatted documents based on client and case information
No
Yes
Yes
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User defined questions to help customize documents
No
Yes
Yes
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User defined formulas to calculate amounts
No
Yes
Yes
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Create fees in billing software
No
Yes
Yes
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Schedule to-do's based on documents
No
Yes
Yes
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